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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,492 | $111,878-97.8% | $93,727-97.3% | $145,897-98.3% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+14.9pp |
| Annual return | 11.71% | 204.28%-192.6pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $654 | $4,920-86.7% | $4,417-85.2% | $6,689-90.2% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |